The Document Review Associate performs Document Review according to standard procedures or instructions. This person will be joining the Private team and will be responsible for researching various issues and reporting exceptions for Corporate Trust clients to ensure client satisfaction , quality control, and compliance with custodial agreements. This involves reviewing loans (or collateral) documents, handling file processing, and working with internal clients and contacts to determine the source of any problems and correct errors. The Private team must research checklists that are specific to every client which requires a strong attention to detail with the ability adapt quickly. Additionally, this person must have the ability to be flexible and assist other teams, as needed. This may include but is not limited to filing/vault work, release document verification, prepping files and other duties as assigned. The ideal candidate has experience working with Excel, great communication, and work ethic.
Responsibilities:
-Basic knowledge of general office procedures and clerical skills
- Basic reading, writing, and mathematical skills
- Ability to collect, organize, and prioritize information
- Well-developed customer service skills
- Basic verbal and written communication skills
- Ability to complete repetitive tasks daily and meet production goals, including deadlines
- Strong attention to detail and time management skills, specifically with collecting, organizing, and sorting letters and numbers
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
